Institutional Ownership Wiswisdomtree Tr (DNL)
This table provides information about the institutional ownership of Wiswisdomtree Tr (DNL). We have compiled data on the 111 institutions that hold shares in the stock, with a total of 10.4 Million shares, which have been reported (via 13F filing form) to have a value of $420 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
76,921
shares
|
$3.1 Million
0.0% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
76,836
shares
|
$3.09 Million
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
76,084
shares
|
$3.06 Million
0.0% of portfolio
|
Q3 2024
Added 106.97%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
75,035
shares
|
$3.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 27.77%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
69,868
shares
|
$2.81 Million
0.0% of portfolio
|
Q1 2025
Reduced 34.53%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
67,813
shares
|
$2.73 Million
0.01% of portfolio
|
Q3 2023
Added 1.12%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
64,914
shares
|
$2.61 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
59,711
shares
|
$2.4 Million
0.39% of portfolio
|
Q2 2025
Reduced 25.36%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
59,544
shares
|
$2.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 92.12%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
58,911
shares
|
$2.37 Million
0.07% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
55,466
shares
|
$2.23 Million
0.95% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
52,543
shares
|
$2.11 Million
0.01% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
49,430
shares
|
$1.99 Million
0.0% of portfolio
|
Q1 2025
Reduced 21.51%
|
|
|
Financial Strategies Group, Inc.
|
May 16, 2025 Q1 2025 |
46,879
shares
|
$1.89 Million
0.38% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
46,174
shares
|
$1.86 Million
1.3% of portfolio
|
Q1 2022
Reduced 47.13%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
44,308
shares
|
$1.78 Million
0.34% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
43,461
shares
|
$1.75 Million
0.0% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
43,004
shares
|
$1.73 Million
1.48% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
40,968
shares
|
$1.65 Million
0.0% of portfolio
|
Q1 2025
Reduced 38.08%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
35,102
shares
|
$1.41 Million
0.26% of portfolio
|
Q2 2025
Reduced 72.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
34,009
shares
|
$1.37 Million
0.0% of portfolio
|
Q4 2024
Reduced 56.86%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
33,772
shares
|
$1.36 Million
0.01% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
28,570
shares
|
$1.15 Million
0.02% of portfolio
|
Q1 2025
Reduced 45.81%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
25,488
shares
|
$1.03 Million
0.51% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
25,093
shares
|
$1.01 Million
0.09% of portfolio
|
Q1 2025
Added 4.75%
|